Jpb Foundation has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $947 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $595B, Apple Inc. with a value of $79.2B, Unitedhealth Group Inc with a value of $41.7B, Eli Lilly & CO with a value of $38.9B, and Texas Instruments Inc with a value of $25.3B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $934B to 947B.

Jpb Foundation is based out at New York, NY

Below you can find more details about Jpb Foundation portfolio as well as his latest detailed transactions.

Portfolio value $947 Billion
ETFs: $595 Billion
Technology: $148 Billion
Healthcare: $109 Billion
Financial Services: $41.6 Billion
Industrials: $24.8 Billion
Communication Services: $16 Billion
Consumer Defensive: $10.7 Billion
Consumer Cyclical: $616 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $947 Billion
  • Prior Value $934 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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